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Tuesday, July 25, 2017

Salesforce: Edit Converted Leads

If you have used Salesforce for a quite long time, you may aware that once a Lead is converted, you will not able to view the lead detail, except with report, and will not able edit it, even using API.

But, since Spring '16 Release, a user with special permission will be able to view and even edit the converted lead, directly in Salesforce page. This is a good move, in many cases Sales Ops or super user needs to edit some details in the converted lead.

In the previous blog Set Audit Fields upon Record Creation, we discussed a new permission for user able to populate Create Date, Create By, etc., but a user with the same permission "Set Audit Fields upon Record Creation" will be able to edit a converted lead too.

Thanks to Daniel Peter for pointing a new permission "View and Edit Converted Leads" introduced in Spring '17 Release, this permission reduces "Set Audit Fields upon Record Creation" permission just for the purpose of set audit fields on the record creation. I personally see this is a great approach in separating the permissions, because of the different usage.

Let's see a converted Lead in Classic, even we manually type in the URL, example: https://ap2.salesforce.com/00Q28000002fPqZ, it will be auto redirect to https://ap2.salesforce.com/p/lead/ViewConvertedLead/d?id=00Q28000002fPqZ



But, let's see when a user with "Set Audit Fields upon Record Creation" permission opens the same lead:


This user, able to see and even edit the record from Salesforce page.


Now, let's see what will be happened in Lightning for the same users. For the 1st user without Set Audit Fields upon Record Creation permission, the page will be auto redirect to the converted Contact.



While for the 2nd user with Set Audit Fields upon Record Creation permission, it will stay at the Lead page, so user able to view, and even edit the converted lead.



Editing converted Lead:




Reference:



Monday, July 24, 2017

Salesforce: Set Audit Fields upon Record Creation

More than 3 years ago, I wrote a blog Load Created By, Created Date, Last Modified By, and Last Modified Date (Audit Fields) on how to upload system fields, such as: Created By, Created Date, Last Modified By, and Last Modified Date in Salesforce. Usually, we need to do this as part of the data migration activity, where those fields are also known as Audit Fields in Salesforce.

Since Winter '16, Salesforce introduces a permission called Set Audit Fields upon Record Creation. By default, a standard profile will not have this permission enabled, such as for System Administrator profile, so you have to create a Permission Set with that permission, then assign the users with that Permission Set.

But, if you do not see this permission, navigate to Setup | Customize | User Interface, and look for a checkbox Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions", make sure this checkbox is checked.
If you untick this option, the permissions will be disappeared, even it is selected in Permission Set and has been assigned to users.

Once you assigned with "Set Audit Fields upon Record Creation" permission, you should see audit fields like CreatedById, CreatedDate in API tools, such as: Data Loader, Workbench, etc.


This is before have "Set Audit Fields upon Record Creation" permission.



This is after have "Set Audit Fields upon Record Creation" permission.




Reference




Friday, July 21, 2017

Salesforce: Subscribe Reports in Classic and Lightning

Image result for report

In Salesforce, users with permission to subscribe report will be able to subscribe reports that user able to run (up to 5 reports). Once you subscribe reports, you will receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications.

Subscribe to Get Refreshed Report Results in Lightning Experience
Subscribe yourself and other people to up to 5 reports to receive refreshed report results by email on a schedule that you set: daily, weekly, or monthly.

Subscribe to Get Report Notifications in Salesforce Classic
In Salesforce Classic, Subscribe to a report to receive report notifications periodically when the metrics you care about most meet certain conditions. Set the conditions that trigger notification, and specify if you want to be notified via Salesforce1 notifications, Chatter, or email.

Limitations:

Identify Reports Subscribed
After a while, you will forget which all reports you have been subscribed, follow below steps to identify them:

In Lightning:
  1. Click "Reports" tab
  2. Click "All Reports" menu at the left
  3. Click "Subscribed" header column
  4. You will see all reports you subscribed with tick in Subscribed column
In Classic:
  1. Click "Reports" tab
  2. Click "All Folders" menu at the left (above "Unfiled Public Reports" folder)
  3. Select picklist "Items I'm Subscribed to" at the right and "All Type" the next dropdown
  4. This will filter all reports you subscribed

Reference: